Understanding the what, how, where
of EU Cohesion policy with categorisation data
What are we talking about? Why it is important?
to establish a "nomenclature" for the categorisation of financial data, in order to ensure reliable and comparable monitoring data on the use of the Funds
- a useful source of information in the programming or planning of investment and the implementation of those plans over the period;
- as input for studies, evaluation and performance audits;
- for the tracking of the financing of climate actions;
- in communicating on the policy.
1. Programming documents contain ex ante information on planned use of EU resources
- Intervention field: what actions, sectors are being financed? (123 codes)
- Form of finance: how is it being financed? (7 codes)
- Territory: is it in an urban, rural, other area? (7 codes)
- Territorial Delivery mechanism: is a specific delivery mechanism planned? (7 codes)
- ESF secondary theme: Is there a specific secondary theme targeted by ESF support? (8 codes)
2. Comparing changes in planned amounts over time (reprogramming)
Over the 10 year period of the programmes (2014-2020 + 3 year closure period) the focus of the programmes may be modified when justified. Frequently the modifications involve realloactions of the planned investments to adapt to changing demands, socio-economic needs or strategic priorities. Using the annualised "planned vs implemented" data set you can compare changes in planned amounts year on year. This is highly detailed.
3. Annual reporting of financial data brings implementation data covering all dimensions
The annual reporting includes information on the 5 dimension in the programmes and on thee additional dimensions:
- Location Dimension: this involved Nuts 3 or NUTS 2 codes for the geographic location of the projects selected;
- Economic dimension: this provides information on a simplified NACE industrial and services sectors (particularly useful in understanding the sectoral nature of research, innovation or business support when reported) (24 codes);
- Thematic objective dimension: only for the ERDF and Cohesion Fund (12 codes).
4. Combining categorisation data on "planned" and "implemented values"
A specific dataset contains data to allow comparison between the latest planned amounts and the data reported annually on the implementation of the investment finances. This dataset is in timeseries and shows the progress over time in selection of project (projects decided following selection procedures) and the expenditure by those projects (spending = expenditure declared to the programe). The chart below shows the EU aggregate picture for the 4 intervention field codes dealing with high speed broadband. The filters allow users to see progress over time and to change the fund,, intervention field codes and country-ies.
5. Climate and Biodiversity tracking: two specific uses
Data resources and more reading:
- 2014-20 Planned data set (API enabled) with metadata and charts
- 2014-20 Planned vs Implemented data set (API enabled) with metadata and charts
- The categorisation system (with 8 dimensions) was set out in Commission Implementing Regulation (EU) No 215/2014 and was supported by this EGESIF Guidance Note
- List of NUTS-3 regions (2010) with indication of specific territory status used by DG REGIO (mountain, island and sparsely populated NUTS 3 regions)
- List of NUTS-3 regions (2010) by urban/rural typology as defined by EUROSTAT. The urban/rural typology methodology is available on the site.
- Correspondence between 2007-2013 and 2014-2020 "priority themes" and "Intervention field" codes
- The 2007-2013 categorisation system (with 5 dimensions) was set out in COMMISSION REGULATION (EC) No 1828/2006 -and was supported by this Information Note and this Frequently Asked Questions (2012 version)